Monitor net worth, assets, and liabilities in one place with manual monthly snapshots and trend charts. Nothing ever connects to your bank.
Start tracking for freeSavings, a stocks & shares ISA, an investment platform, a crypto wallet: each is a named account with its own colour on the chart. Add as many or as few as you like.
Open an account and enter its balance for any date. Around the first of the month is typical, but there's no schedule to keep and no penalty for gaps.
Every snapshot feeds the net-worth chart, per-account histories, and month-on-month change. The long view emerges on its own.
Bespoke Dashboard's finance tracking is manual net-worth tracking, not bank-account aggregation. You create accounts (ISA, savings, investments, crypto, whatever applies), log a balance snapshot whenever you check in (typically monthly) and watch the trend line build.
Typing the numbers in yourself is the point. A monthly five-minute check-in where you actually look at each balance builds more financial awareness than any auto-synced feed you stop noticing, and it's the reason nothing here ever asks for a bank login.
Cash, ISAs, investment platforms, and crypto holdings all sit on the same net-worth chart, each with its own balance history underneath. One glance answers the question most banking apps can't: what am I actually worth, across everything?
Built GBP-first for UK savers: ISAs, premium bonds, and workplace-pension pots are simply accounts you name yourself. No forcing British finances into dollar-shaped boxes.
Every date can carry a short free-text note: "bonus month", "car repair", "moved emergency fund to the ISA". Six months later, when the chart shows a dip you don't remember, the note is sitting right there on the timeline. It's the difference between a graph of numbers and a record you can actually learn from.
Net worth lives in the same private dashboard as your daily progress tracker and health dashboard: one login, one quiet place where the money trend sits next to the habits that fund it.
Financial data is sensitive, so the boundaries are structural: your entries are stored under your account alone, there are no aggregators or advertising partners, and the full dataset exports to a zip whenever you want it. Deleting your account permanently removes every row. The details are in the privacy policy. It's short, because there's little to disclose.
No. There is no Open Banking connection and no third-party account aggregator. Every number is entered by you, which means nothing to authorise, nothing to revoke, and no financial credentials shared with Bespoke Dashboard or anyone else.
Yes: every account is just a named store with a running balance history, so cash, ISAs, investment platforms, and crypto holdings all sit on the same net-worth chart.
Yes. Your balances are stored under your account alone and are never shared, sold, or used for advertising. You can export everything as a zip file at any time, and deleting your account permanently removes every entry.
Whenever suits you. A snapshot around the first of each month gives a clean trend line, but there is no schedule to keep. Gaps are simply carried forward on the chart, and you can backfill any date later.
Yes. Balances are tracked in pounds, and UK account types (cash ISAs, stocks & shares ISAs, premium bonds) are just accounts you name yourself. A multi-currency view is planned via the Currency Converter plugin.
Yes. Add the debt as an account and log its balance as a negative number. It subtracts from your net-worth total like any other account, so the headline figure stays honest.